+599.9%
PH vs SEI
+605.9%
-6.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.2% |
| 7D | +4.3% | +10.5% | -6.1% | +2.2% |
| 30D | +0.1% | -8.0% | +8.2% | +0.8% |
| 3M | -9.4% | +6.7% | -16.1% | -12.7% |
| 6M | +8.8% | -17.0% | +25.8% | +8.6% |
| YTD | +9.6% | +39.7% | -30.0% | -4.2% |
| 1Y | +14.4% | +43.2% | -28.7% | -1.2% |
| 3Y | +134.5% | +676.3% | -541.8% | +15.3% |
| 5Y | +204.4% | +891.0% | -686.6% | +27.5% |
| All | +599.9% | +605.9% | -6.0% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling